FinServ Help, Support & Guides

To edit or update customer record details, follow the following procedure

1. Click on ‘Customers’ menu from the list of menu items by the right side panel of the system
2. On the customer page search for the customer by entering the customer name on the search text box
3. Once the customer name appear on the customers data list
4. Click on the yellow ‘Manage’ button to access the customer page
5. On the customer page at the top, click on the yellow ‘View/Edit Detail’ button at the top of the page
6. This will take you to the page form to view and edit customer record.
7. One the page is loaded make necessary update and click on ‘Update Record’ button at the bottom of the form